WealthPLAN Partners, LLC
- SEC CIK
- 0001639943
- Latest filing
- Jul 28, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 16, 2023. Long positions only.
- Positions
- 395
- No filing for Q3 2022
- Portfolio value
- $1.43B
- No filing for Q3 2022
WealthPLAN Partners, LLC did not file a 13F for Q3 2022, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SPGIS&P Global Inc. | Stock | 8,539 | $3.12M | 0.2% | – | – | History |
| INTCIntel Corp | Stock | 110,959 | $3.18M | 0.2% | – | – | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 50,754 | $3.20M | 0.2% | – | – | – |
| First Tr Exch TRD Alphdx FD33737J307 | EM SML CP ALPH | 84,628 | $3.23M | 0.2% | – | – | – |
| Aim ETF Products Trust00888H877 | ALLIANZIM US EQT | 125,821 | $3.23M | 0.2% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 27,773 | $3.23M | 0.2% | – | – | History |
| Matthews Asia FDS577125834 | CHINA ACTIVE ETF | 123,497 | $3.24M | 0.2% | – | – | – |
| WisdomTree Tr97717X511 | YIELD ENHANCD US | 79,592 | $3.45M | 0.2% | – | – | – |
| VVisa Inc. | Stock | 15,192 | $3.48M | 0.2% | – | – | History |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 96,004 | $3.52M | 0.2% | – | – | – |
| HSYHershey Co | COM | 14,793 | $3.53M | 0.2% | – | – | History |
| PFEPfizer Inc | Stock | 82,852 | $3.62M | 0.3% | – | – | History |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 87,494 | $3.68M | 0.3% | – | – | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 37,043 | $3.68M | 0.3% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 18,593 | $3.78M | 0.3% | – | – | – |
| TSLATesla, Inc. | Stock | 18,114 | $3.79M | 0.3% | – | – | History |
| LOWLowes Companies Inc | Stock | 19,007 | $4.06M | 0.3% | – | – | History |
| CIONCION Investment Corp | COM | 394,043 | $4.33M | 0.3% | – | – | History |
| Innovator ETFs Trust45782C870 | US EQT PWR BUF | 149,483 | $4.35M | 0.3% | – | – | – |
| Kraneshares Tr500767736 | QUADRTC INT RT | 209,766 | $4.43M | 0.3% | – | – | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 74,552 | $4.44M | 0.3% | – | – | – |
| First Tr Exchng Traded FD VI33740U810 | FT VEST U.S | 154,731 | $4.99M | 0.3% | – | – | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 91,437 | $5.00M | 0.3% | – | – | – |
| Victory Portfolios II92647N873 | VCSHS US SMCP HG | 90,940 | $5.13M | 0.4% | – | – | – |
| FSKFS KKR Capital Corp | COM | 268,592 | $5.28M | 0.4% | – | – | History |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 161,580 | $5.35M | 0.4% | – | – | – |
| Invesco Actively Managed Exc46090A705 | S&P500 DOWNSID | 162,884 | $5.46M | 0.4% | – | – | – |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 173,086 | $5.47M | 0.4% | – | – | – |
| Bondbloxx ETF Trust09789C820 | BLOOMBERG SEVEN | 113,870 | $5.54M | 0.4% | – | – | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 114,243 | $5.55M | 0.4% | – | – | – |
| VanEck ETF Trust92189F130 | REAL ASSETS ETF | 222,437 | $5.71M | 0.4% | – | – | – |
| MCHPMicrochip Technology Inc | Stock | 67,304 | $5.71M | 0.4% | – | – | History |
| UNPUnion Pacific Corp | Stock | 28,178 | $5.75M | 0.4% | – | – | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 85,987 | $6.05M | 0.4% | – | – | History |
| BRK.ABerkshire Hathaway Inc | CL A | 13 | $6.14M | 0.4% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 34,616 | $6.21M | 0.4% | – | – | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 85,350 | $6.58M | 0.5% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 49,321 | $7.06M | 0.5% | – | – | History |
| ProShares Tr74347G606 | S&P TECH DIVIDEN | 115,062 | $7.06M | 0.5% | – | – | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 129,297 | $7.10M | 0.5% | – | – | – |
| DHRDanaher Corp | Stock | 28,817 | $7.38M | 0.5% | – | – | History |
| STZConstellation Brands, Inc. | Stock | 36,904 | $8.33M | 0.6% | – | – | History |
| VMIValmont Industries Inc | COM | 26,317 | $8.52M | 0.6% | – | – | History |
| Innovator ETFs Trust45782C631 | INTERNATIONAL DV | 349,100 | $8.74M | 0.6% | – | – | – |
| UMBFUmb Financial Corp | COM | 100,700 | $9.18M | 0.6% | – | – | History |
| MAMastercard Inc | Stock | 25,014 | $9.25M | 0.6% | – | – | History |
| MSFTMicrosoft Corp | Stock | 40,041 | $10.9M | 0.8% | – | – | History |
| Northern LTS FD Tr IV66538H591 | MAIN SECTR ROTN | 267,122 | $11.2M | 0.8% | – | – | – |
| LECOLincoln Electric Holdings Inc | COM | 64,531 | $11.2M | 0.8% | – | – | History |
| AMZNAmazon Com Inc | Stock | 115,155 | $11.5M | 0.8% | – | – | History |
| LMTLockheed Martin Corp | Stock | 23,990 | $11.6M | 0.8% | – | – | History |
| iShares Core S&P 500 ETF464287200 | ETF | 28,014 | $11.6M | 0.8% | – | – | – |
| GOOGAlphabet Inc. | Stock | 133,864 | $12.7M | 0.9% | – | – | History |
| iShares S&P 500 Value ETF464287408 | ETF | 83,358 | $13.0M | 0.9% | – | – | – |
| VanEck ETF Trust92189F486 | IG FLOA RATE ETF | 534,044 | $13.5M | 0.9% | – | – | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 530,245 | $13.5M | 0.9% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 271,911 | $13.5M | 0.9% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 26,977 | $13.6M | 0.9% | – | – | History |
| VZVerizon Communications Inc | Stock | 344,832 | $13.9M | 1.0% | – | – | History |
| Starboard Invt Tr85521B742 | ADAPTIVE ALPHA | 646,560 | $14.5M | 1.0% | – | – | – |
| TXNTexas Instruments Inc | Stock | 82,067 | $14.5M | 1.0% | – | – | History |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 276,783 | $14.9M | 1.0% | – | – | – |
| APDAir Products & Chemicals, Inc. | Stock | 52,938 | $14.9M | 1.0% | – | – | History |
| Starboard Invt Tr85521B783 | ADAPTIVE HDGD MU | 1,919,618 | $15.3M | 1.1% | – | – | – |
| CFRCullen/Frost Bankers, Inc. | COM | 117,465 | $15.3M | 1.1% | – | – | History |
| iShares Tr46435G524 | INTL DIV GRWTH | 251,742 | $15.5M | 1.1% | – | – | – |
| CASYCaseys General Stores Inc | COM | 70,930 | $15.6M | 1.1% | – | – | History |
| Schwab International Equity ETF808524805 | ETF | 449,257 | $15.8M | 1.1% | – | – | – |
| PIMCO ETF Tr72201R635 | MUNI INCOME OPP | 356,402 | $15.9M | 1.1% | – | – | – |
| DEODiageo PLC | SPON ADR NEW | 92,859 | $16.2M | 1.1% | – | – | History |
| SYYSysco Corp | Stock | 209,449 | $16.3M | 1.1% | – | – | History |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 166,773 | $17.5M | 1.2% | – | – | History |
| TGTTarget Corp | Stock | 102,317 | $17.5M | 1.2% | – | – | History |
| GGGGraco Inc | COM | 244,419 | $17.6M | 1.2% | – | – | History |
| ABBVAbbVie Inc. | Stock | 118,328 | $18.1M | 1.3% | – | – | History |
| ABTAbbott Laboratories | Stock | 168,701 | $18.1M | 1.3% | – | – | History |
| BKHBlack Hills Corp | COM | 295,849 | $18.8M | 1.3% | – | – | History |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 255,799 | $18.9M | 1.3% | – | – | – |
| GPCGenuine Parts Co | Stock | 109,678 | $19.4M | 1.4% | – | – | History |
| ADMArcher-Daniels-Midland Co | Stock | 237,017 | $19.4M | 1.4% | – | – | History |
| First Tr Exch Traded FD III33739P103 | LNG/SHT EQUITY | 388,693 | $19.6M | 1.4% | – | – | – |
| MSMMSC Industrial Direct Co Inc | CL A | 232,622 | $20.0M | 1.4% | – | – | History |
| CVXChevron Corp | Stock | 116,720 | $20.1M | 1.4% | – | – | History |
| JNJJohnson & Johnson | Stock | 125,151 | $20.3M | 1.4% | – | – | History |
| ORealty Income Corp | REIT | 310,288 | $20.4M | 1.4% | – | – | History |
| Simplify Exchange Traded Fun82889N764 | HEDGED EQUITY | 962,538 | $22.8M | 1.6% | – | – | – |
| PEPPepsiCo Inc | Stock | 130,174 | $22.9M | 1.6% | – | – | History |
| NUENucor Corp | COM | 134,548 | $23.0M | 1.6% | – | – | History |
| WPCW. P. Carey Inc. | COM | 277,347 | $23.2M | 1.6% | – | – | History |
| iShares Core Dividend Growth ETF46434V621 | ETF | 488,181 | $25.2M | 1.8% | – | – | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 1,093,003 | $25.6M | 1.8% | – | – | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 536,268 | $26.9M | 1.9% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 174,114 | $36.1M | 2.5% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 131,951 | $41.0M | 2.9% | – | – | History |
| AAPLApple Inc. | Stock | 622,555 | $95.4M | 6.7% | – | – | History |